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  • The Gathering 2018 – Lunch Presentation: Care To Know

    $0.00

    Joe will discuss why it is important as Advisor that we Care To Know… what drives our clients, what concerns our clients, and what we can do to help.  He will discuss the importance of being well connected in the community to “know the right person” to help our clients because we can not be the expert in everything.

    (Purchase of this product will include a Video recording and an Audio recording of the Presentation.)

    Presented by Joseph Strazzeri, Esq.

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • Collaboration

    How to Build an Effective Multi-Disciplinary Team

    $25.00

    In our complex world of wealth, business, and tax planning, no one profession has all the answers. Successfully attracting and helping affluent families in today’s market requires a multi-disciplinary approach. However, developing a successful team is more challenging than it sounds. This presentation will provide an overview of half or full day programs where you will learn the 4 steps to creating an integrated collaborative team: 3 key concepts common to all successful teams, choosing a process, introducing each other, and ways to market together.

    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Shelley Lightfoot, Executive Director and Barry Waxler, The Founders Group

     

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  • Collaboration

    Traditional Estate & Business Planning

    $25.00

    By combining your client’s legal, financial, tax, philanthropic, and business matters into a unified plan, you can:

    – Increase your client’s control over his or her affairs;
    – Assure the continuance of your client’s lifestyle and the protection of your client’s assets;
    – Enable your client to pass his or her values and work ethic to his or her heirs;
    – Substantially reduce excise, gift, estate, income, and generation-skipping taxes;
    – Manage the value of your client’s business interests; and
    – Keep your client’s affairs free from publicity and the costs and delay of probate.

    (Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

    Presented by Joe Strazzeri, Esq. and Alejandro Matuk, Esq.

    Click play to watch a short video about ‘Traditional Estate & Business Planning’

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